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Criterion Capital Management’s Factset FDS Stock Holding History

Criterion Capital Management’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-69,700
Closed -$7.6M – 95
2013
Q3 		$7.6M Buy
+69,700
New +$7.53M 0.27% 67

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Vanguard Group
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Criterion Capital Management's FDS Position: Q3 2013 in Review

Criterion Capital Management sold out of Factset (FDS) in Q3 2013, closing a stake of 175,344 shares — an estimated $18.9M sold.

Criterion Capital Management first reported a position in FDS in Q2 2013 and held it in 1 quarter. The position peaked at $17.9M in Q2 2013. 281 funds tracked by Wall St. Rank hold FDS as of Q3 2013.

  • Criterion Capital Management reported no remaining Factset position as of Q3 2013 after selling out during the quarter.
  • Criterion Capital Management sold 175,344 Factset shares in Q3 2013, an estimated $18.9M.
  • Criterion Capital Management first reported a position in Factset in Q2 2013 and held it in 1 quarter.
  • Criterion Capital Management's Factset position peaked at $17.9M in Q2 2013.
  • 281 funds tracked by Wall St. Rank held Factset as of Q3 2013.

Based on Criterion Capital Management's 13F filing for Q3 2013, filed 14 Nov 2013.